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Iron Mountain

994 hedge funds and large institutions have $21.1B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 349 increasing their positions, 401 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 80.87%83.58% (+2.7%)

7% less funds holding

Funds holding: 1,064994 (-70)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

13% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 401

17% less capital invested

Capital invested by funds: $25.4B → $21.1B (-$4.31B)

24% less call options, than puts

Call options by funds: $151M | Put options by funds: $197M

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 143

Holders
994
Holders Change
-70
Holders Change %
-6.58%
% of All Funds
13.33%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
88
Increased
349
Reduced
401
Closed
143
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
76
Universal-Beteiligungs- und Servicegesellschaft
Germany
$31.6M -$962K -9,979 -3%
Aviva
77
Aviva
United Kingdom
$30.5M -$7.25M -75,287 -18%
SAM
78
Storebrand Asset Management
Norway
$29.2M +$13.3M +138,214 +69%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$28.8M +$13.1M +136,228 +69%
MHIC
80
Marble Harbor Investment Counsel
Massachusetts
$28.7M -$1.25M -12,982 -4%
William Blair & Company
81
William Blair & Company
Illinois
$28.4M -$384K -3,984 -1%
WCP
82
Waterfront Capital Partners
New York
$28M +$8.41M +87,273 +37%
AHC
83
Adell Harriman & Carpenter
Texas
$27.7M -$770K -7,995 -2%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$27.4M +$19.6M +203,900 +179%
Aberdeen Group
85
Aberdeen Group
United Kingdom
$26.4M -$31M -321,390 -51%
Swedbank
86
Swedbank
Sweden
$26.1M +$1.36M +14,092 +5%
JF
87
Jump Financial
Illinois
$25.9M +$25.5M +264,727 +726%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$24.9M +$55.9K +580 +0.2%
Macquarie Group
89
Macquarie Group
Australia
$24.4M +$2.34M +24,284 +9%
AAF
90
Andra AP-fonden
Sweden
$23.6M +$3.93M +40,800 +17%
BNP Paribas Asset Management
91
BNP Paribas Asset Management
France
$22.8M -$2.83M -29,348 -10%
WorldQuant Millennium Advisors
92
WorldQuant Millennium Advisors
New York
$22.5M +$25.1M +260,981 New
Pacer Advisors
93
Pacer Advisors
Pennsylvania
$21M +$3.17M +32,942 +16%
RFC
94
Regions Financial Corp
Alabama
$20.8M +$1.01M +10,500 +5%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$20.6M +$8.49M +88,058 +58%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$20M -$113K -1,174 -0.5%
Citigroup
97
Citigroup
New York
$19.8M +$5.76M +59,761 +35%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$19.6M -$2.4M -24,892 -10%
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$19.5M -$500K -5,184 -2%
Corient Private Wealth
100
Corient Private Wealth
Florida
$19.3M +$735K +7,630 +4%

IRM Hedge Fund Activity: Q1 2025 in Review

994 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2025, worth a combined $21.1B — down 17% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IRM and 88 opened new positions — a net loss of 55 holders — while 401 trimmed existing stakes and 349 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was AGF Management, exiting entirely with an estimated $224M sold.

  • 994 institutional investors held Iron Mountain (IRM) as of Q1 2025, down from 1,064 in Q4 2024.
  • Funds reported $21.1B of Iron Mountain stock for Q1 2025, down 17% quarter-over-quarter.
  • 88 funds opened new Iron Mountain positions in Q1 2025 and 143 closed out, a net change of -55 holders.
  • The largest Iron Mountain buyer in Q1 2025 was Fidelity Investments, an estimated $445M added.
  • The largest Iron Mountain seller in Q1 2025 was AGF Management, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2025.